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Technology Stocks : Read-Rite

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To: Stitch who wrote (3360)	5/28/1998 12:21:00 PM
From: CPAMarty	Read Replies (1) of 5058

i just spoke to John Kurtzweil 1. The reason for RDRT's inability to give precise guidance on revenue for the 6/98 qtr is that customers are moving towards build to order/just in time inventory. The shorter lead times make it more difficult to project revenue. I specifically asked John if quality issues had anything to do with this and he indicated that they did not. I think that while this means less revenue in the short term, it will take alot of risk out the business (inventory risk) and is a positive. 2. RDRT's projections indicate that they should be breakeven by the 12/98 quarter. 3. John could not say where the "sweet spot" would be. However, he did indicate that he thought the 3.4 to 4.0GB programs would run for a long time (relitively speaking).

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